Client Solutions Associate - New York, NY (October 2026)

FactSet • New York, NY

6d • $70,000 - $76,000 • Onsite

About The Position

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Client Solutions Associates are core to FactSet's value proposition and important to promoting product usage and adoption and reducing client cancellations. You will build deep client relationships by developing client-focused processes and solutions, promote high user adoption by implementing product-based workflows, and ensure smooth user onboarding by providing necessary training. Associates gather intelligent product feedback and act as an advocate on behalf of the client to Product Development. Through exceptional service, you become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world class client support.

Requirements

• Strong interest in Finance and/or FinTech.
• Client centric mindset.
• Desire to collaborate across teams to create unique and innovative solutions.
• Experience or desire to be client facing in a support role.
• Proficiency at learning and using new technology.
• Exceptional verbal and written communication skills.
• Ability to build relationships and work on teams.
• Strong analytical and problem-solving abilities.
• Strong knowledge of Microsoft Office with Excel skills.
• Bachelor’s Degree Conferred by September of 2026.

Responsibilities

• Build deep client relationships by developing client-focused processes and solutions.
• Promote high user adoption by implementing product-based workflows.
• Ensure smooth user onboarding by providing necessary training.
• Gather intelligent product feedback and act as an advocate on behalf of the client to Product Development.
• Become a trusted advisor on FactSet to your clients and work to uphold FactSet's reputation of providing world class client support.
• Form personal relationships with leaders in the financial industry.
• Understand client workflows.
• Develop creative ways to improve client research and analysis.
• Combine an understanding of the FactSet system with knowledge of finance and technology.
• Partner with clients to understand their business and investment processes and provide solutions using FactSet products.
• Provide support for FactSet applications.
• Create custom FactSet models, screens, and automated processes.
• Plan and lead product trainings in client offices and at training seminars.

Benefits

• 6-month long foundational training program.
• Career progression planning.
• Focus on professional development.
• Dedicated time each month for online learning seminars, and networking.
• Social community dedicated to volunteerism, intramural sports, and team-building events.
• Business resource groups designed to cultivate an inclusive environment for all.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level